CRM connections
Connect customer and pipeline records so agents can work from current context and return approved updates to the correct system.
- ✓ HubSpot — planned
- ✓ Pipedrive — planned
- ✓ Salesforce — planned
CONNECTED REVENUE WORK
AI CRM Integrations for Your Sales Stack
Explore planned Relacta integrations for CRM, email, calendar, and sales communication tools.
Email and calendar
Use existing business accounts for communication and scheduling while retaining the organization’s access controls and activity history.
- ✓ Gmail and Google Calendar — planned
- ✓ Outlook and Microsoft 365 — planned
A transparent integration model
Every integration should document what information is read, what can be changed, which permissions are required, and how access can be revoked.
- ✓ Least-privilege access
- ✓ Visible sync status
- ✓ Revocable credentials